Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.10%
3 year
17.33%
5 year
10.09%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.26%
Sharpe
1.21
Sortino
2.09
Max drawdown
-24.81%
Best month
12.82%
Worst month
-10.80%
Beta vs VTIAX
0.58
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.